WCM Investment Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,278
| Closed | -$599K | – | 150 |
|
|
2016
Q4 | $599K | Sell |
9,278
-38,838
| -81% | -$2.51M | 0.01% | 149 |
|
|
2016
Q3 | $3.07M | Sell |
48,116
-43,145
| -47% | -$2.75M | 0.04% | 114 |
|
|
2016
Q2 | $6.47M | Buy |
+91,261
| New | +$6.47M | 0.1% | 72 |
|
|
2016
Q1 | – | Sell |
-194,220
| Closed | -$11.5M | – | 121 |
|
|
2015
Q4 | $11.5M | Sell |
194,220
-17,100
| -8% | -$1.02M | 0.24% | 51 |
|
|
2015
Q3 | $11.5M | Sell |
211,320
-19,084
| -8% | -$1.04M | 0.29% | 45 |
|
|
2015
Q2 | $12M | Buy |
230,404
+11,828
| +5% | +$616K | 0.27% | 55 |
|
|
2015
Q1 | $11.2M | Sell |
218,576
-2,523
| -1% | -$129K | 0.23% | 71 |
|
|
2014
Q4 | $11.8M | Buy |
221,099
+5,570
| +3% | +$296K | 0.34% | 52 |
|
|
2014
Q3 | $10M | Sell |
215,529
-5,392
| -2% | -$250K | 0.31% | 57 |
|
|
2014
Q2 | $10.7M | Sell |
220,921
-2,033
| -0.9% | -$98.7K | 0.27% | 73 |
|
|
2014
Q1 | $10.5M | Sell |
222,954
-8,519
| -4% | -$402K | 0.38% | 69 |
|
|
2013
Q4 | $10.5M | Sell |
231,473
-21,817
| -9% | -$994K | 0.38% | 65 |
|
|
2013
Q3 | $11.4M | Buy |
253,290
+8,319
| +3% | +$375K | 0.6% | 51 |
|
|
2013
Q2 | $11.2M | Buy |
+244,971
| New | +$11.2M | 0.6% | 50 |
|